UTI Multi Asset Allocation Fund- Regular Plan - IDCW

UTI Multi Asset Allocation Fund- Regular Plan - IDCW - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 65.82%Debt: 13.06%

Market Cap

Large Cap: 50.8%Mid Cap: 14.4%Small Cap: 0.6%

Number of stocks

150

Top 10 Holdings

46.13% of portfolio

Market Cap of Equity

Large Cap
50.84%
Mid Cap
14.39%
Small Cap
0.59%

Sector Allocation of Equity

Banks7.75%
Telecom - Services2.86%
Pharmaceuticals & Biotechnology6.90%
IT - Software10.82%
Diversified FMCG3.54%
Petroleum Products1.91%
Finance3.74%
Food Products3.43%
Consumer Durables3.98%
Diversified Metals1.20%
Leisure Services1.47%
Transport Services1.16%
Automobiles2.38%
Consumable Fuels1.01%
Cement & Cement Products1.18%
Chemicals & Petrochemicals1.80%
Capital Markets2.25%
Agricultural Food & other Products0.70%
Industrial Products0.64%
Fertilizers & Agrochemicals0.94%
Personal Products1.01%
Insurance1.78%
Healthcare Services0.96%
Financial Technology (Fintech)0.51%
Auto Components0.58%
Aerospace & Defense0.38%
Ferrous Metals0.37%
Construction0.25%
Non - Ferrous Metals0.20%
Retailing0.07%
Power0.04%
Gas0.01%

SIP Amount

Monthly SIP Date

UTI Multi Asset Allocation Fund- Regular Plan - IDCW

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.